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Disclosery

Innovative Wealth Building LLC: VGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Innovative Wealth Building LLC on VGT, newest first. How the timeline and the estimate are built.

Innovative Wealth Building LLC held 58,592 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,592 shares
    Change vs previous 13F +51,687 shares

    4.07% of the 13F portfolio, value $7,002,913.

    13F-HR 0002085853-26-000838 filed by Innovative Wealth Building LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,905 shares
    Change vs previous 13F +818 shares

    3.39% of the 13F portfolio, value $4,817,823.

    13F-HR 0002085853-26-000554 filed by Innovative Wealth Building LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,087 shares
    Change vs previous 13F +88 shares

    3.34% of the 13F portfolio, value $4,588,182.

    13F-HR 0002085853-26-000268 filed by Innovative Wealth Building LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,999 shares
    Change vs previous 13F +327 shares

    3.49% of the 13F portfolio, value $4,479,088.

    13F-HR 0002085853-25-000247 filed by Innovative Wealth Building LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,672 shares
    Change vs previous 13F +866 shares

    3.12% of the 13F portfolio, value $3,762,381.

    13F-HR 0001667731-25-000918 filed by Innovative Wealth Building LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,806 shares
    Change vs previous 13F +372 shares

    2.4% of the 13F portfolio, value $2,606,471.

    13F-HR 0001667731-25-000527 filed by Innovative Wealth Building LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,434 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $2,756,857.

    13F-HR 0001667731-25-000520 filed by Innovative Wealth Building LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).